The article discusses the importance of rationalizing siloed data in the age of artificial intelligence. It highlights the trend towards open data platforms and the shift in value towards tool chains for intelligent applications. Two leading companies, Snowflake Inc. and Databricks Inc., are at the forefront of this shift and are competing for dominance in the data platform space. The article also mentions the emergence of a new application paradigm that combines data management, open governance, and AI leadership.